Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 751 |
Eminence Capital
New York
| USD 237 M | -USD 30.9 M | 2 | 3.56% | Reducidas |
|
| 752 |
Becker Capital Management
Portland,
Oregon
| USD 236 M | -USD 1.5 M | 6 | 8.53% | Reducidas |
|
| 753 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 236 M | -USD 6.22 M | 21 | 10.23% | Reducidas |
|
| 754 |
Capital International
Los Angeles,
California
| USD 235 M | +USD 4.51 M | 5 | 12.05% | Aumentadas |
|
| 755 |
APG Asset Management US
New York
| USD 235 M | +USD 224 M | 9 | 1.44% | Nuevas |
|
| 756 |
EARNEST Partners
Atlanta,
Georgia
| USD 234 M | +USD 17.8 M | 6 | 1.17% | Aumentadas |
|
| 757 |
Two Sigma Securities
New York
| USD 234 M | -USD 31.3 M | 19 | 2.26% | Reducidas |
|
| 758 |
KCM Investment Advisors
Greenbrae,
California
| USD 234 M | -USD 4.08 M | 6 | 9.31% | Reducidas |
|
| 759 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 234 M | +USD 5.96 M | 6 | 13.11% | Aumentadas |
|
| 760 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 231 M | -USD 11.2 M | 7 | 5.67% | Reducidas |
|
| 761 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 231 M | +USD 69.4 k | 5 | 13.24% | Aumentadas |
|
| 762 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 230 M | USD 0 | 5 | 11.95% | Mantenido |
|
| 763 |
Styrax Capital
New York
| USD 230 M | +USD 10.7 M | 2 | 21.19% | Aumentadas |
|
| 764 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 230 M | -USD 5.89 M | 10 | 8.06% | Reducidas |
|
| 765 |
Covea Finance
Paris,
France
| USD 230 M | +USD 5.55 M | 3 | 11.19% | Aumentadas |
|
| 766 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 229 M | -USD 772 k | 9 | 8.67% | Reducidas |
|
| 767 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 229 M | +USD 17.9 M | 6 | 7.52% | Aumentadas |
|
| 768 |
Cypress Funds
Los Angeles,
California
| USD 229 M | +USD 4.21 M | 2 | 26.57% | Aumentadas |
|
| 769 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 228 M | +USD 13.5 M | 12 | 10.27% | Aumentadas |
|
| 770 |
YCG LLC
Austin,
Texas
| USD 227 M | -USD 5.57 M | 3 | 18.82% | Reducidas |
|
| 771 |
Weitz Investment Management
Omaha,
Nebraska
| USD 227 M | -USD 22.3 M | 4 | 11.96% | Reducidas |
|
| 772 |
Ariel Investments
Chicago,
Illinois
| USD 227 M | -USD 72.2 M | 3 | 2.26% | Reducidas |
|
| 773 |
Delta Global Management
New York
| USD 227 M | +USD 205 M | 5 | 34.78% | Nuevas |
|
| 774 |
HS Management Partners
New York
| USD 226 M | -USD 16.5 M | 2 | 10.46% | Reducidas |
|
| 775 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 226 M | -USD 6.11 M | 8 | 11.61% | Reducidas |
|